MSA Morgan Stanley & Co. MSDW Strategist Modigliani Leah Leah Modigliani Latin America Strategist Equity Research Leah.Modigliani@msdw.com 1 212-761-6319
1585 Broadway New York NY 10036 US
Strategist Galbraith Steve Steve Galbraith Strategist Equity Research Steve.Galbraith@msdw.com 1 212-761-7880
1585 Broadway New York NY 10036 US
Analyst Farley Joseph Joseph Farley Analyst Equity Research Joseph.Farley@msdw.com 1 212-761-7409
1585 Broadway New York NY 10036 US
Analyst Girsky Stephen Stephen Girsky Analyst Equity Research Stephen.Girsky@msdw.com 1 212-761-6317
1585 Broadway New York NY 10036 US
Analyst Zimbalist David David Zimbalist Analyst Equity Research David.Zimbalist@msdw.com 1 212-761-8055
1585 Broadway New York NY 10036 US
Analyst Schroeder Alice Alice Schroeder Analyst Equity Research Alice.Schroeder@msdw.com 1 212-761-4626
1585 Broadway New York NY 10036 US
Analyst Bodenchak Frank Frank Bodenchak Analyst Equity Research Frank.Bodenchak@msdw.com 1 212-761-4251
1585 Broadway New York NY 10036 US
Analyst Stix Christopher Christopher Stix Analyst Equity Research Chris.Stix@msdw.com 1 617-856-8752
Two International Place Boston MA 02110 US
Analyst Togut David David Togut Analyst Equity Research David.Togut@msdw.com 1 212-761-6388
1585 Broadway New York NY 10036 US
Analyst Ottenstein Robert Robert Ottenstein Analyst Equity Research Robert.Ottenstein@msdw.com 1 212-761-3018
1585 Broadway New York NY 10036 US
1585 Broadway New York NY 10036 US
This is the parent company name New York Morning Meeting Summary March 14, 2001 Strategy and Economics Strategy: Changes to Our US Model Portfolio Leah Modigliani Strategy : Links Between Nasdaq and the Consumer Signal Cuts in Outlays Steve Galbraith Industry Analysis Tech: Enterprise Software - Distributed & High-Availability Technologies: Initiating Coverage of the Sector Joseph Farley Autos, Auto Parts & Tires: We Remain Concerned About the Outlook for Profits Stephen Girsky Healthcare: Biotechnology: Prospects for a Robust Mass Spectrometry Market David Zimbalist Company Analysis American International Group (US): Change in Rating: Attractively Valued; Upgrading to Strong Buy Alice Schroeder Hispanic Broadcasting (US): Change in Rating: Better Risk-Reward Scenario; Upgrading to Outperform Frank Bodenchak Magna International (US): Change in Rating: An Inexpensive Stock; Upgrading to Outperform Stephen Girsky Johnson Controls (US): Change in Rating: Downgrading to Neutral Based on Valuation Stephen Girsky Applied Biosystems (US): Change in Price Target: Cutting Price Target, but Maintaining Our Estimates David Zimbalist Riverstone Networks (US): Initiating Coverage: A Metro Service Provider Opportunity; Outperform Christopher Stix Automatic Data Processing (US): Company Update: Earnings Growth Could Slow in the Second Half David Togut Millipore (US): Company Update: Credibility in Life Sciences Builds Robert Ottenstein Daily highlights from NY morning meeting dated March 14, 2001. 8 application/pdf MorningCallMSDW.pdf Also available in HTML. https://secure.ms.com/ER/ebs/2001/mm/ny/mmny0314.pdf Property & Casualty Insurance Insurance Insurance Financials Insurance: Property - Casualty Broadcasting & Cable TV Media Media Consumer Discretionary Broadcasting Auto Parts & Equipment Auto Components Automobiles & Components Consumer Discretionary Autos, Auto Parts & Tires Auto Parts & Equipment Auto Components Automobiles & Components Consumer Discretionary Autos, Auto Parts & Tires Healthcare Distributors & Services Healthcare Providers & Services Health Care Equipment & Services Health Care Healthcare: Biotechnology Internet Software & Services Internet Software & Services Software & Services Information Technology Technology: Data Networking/Internet Infrastructure IT Consulting & Services IT Consulting & Services Software & Services Information Technology Technology: Computer Services Specialty Chemicals Chemicals Materials Materials Chemicals -Specialty Comment 2001-04-14T09:00:00.00 Morning Meeting Summary Property & Casualty Insurance Insurance Insurance Financials Insurance: Property - Casualty American International Group Strong Buy Outperform Broadcasting & Cable TV Media Media Consumer Discretionary Broadcasting Hispanic Broadcasting Outperform Neutral Auto Parts & Equipment Auto Components Automobiles & Components Consumer Discretionary Autos, Auto Parts & Tires Magna International Outperform Neutral Auto Parts & Equipment Auto Components Automobiles & Components Consumer Discretionary Autos, Auto Parts & Tires Johnson Controls Neutral Outperform Healthcare Distributors & Services Healthcare Providers & Services Health Care Equipment & Services Health Care Healthcare: Biotechnology Applied Biosystems Outperform Internet Software & Services Internet Software & Services Software & Services Information Technology Technology: Data Networking/Internet Infrastructure Riverstone Networks Outperform IT Consulting & Services IT Consulting & Services Software & Services Information Technology Technology: Computer Services Automatic Data Processing Neutral Specialty Chemicals Chemicals Materials Materials Chemicals -Specialty Millipore Outperform (c) 2001 Morgan Stanley Dean Witter The information and opinions in this report were prepared by Morgan Stanley & Co. 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